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Life Executive Leader
Education: MBA, with marketing emphasis. BA Degree, mathematics and journalism.
Affiliations: Series 7 & 24. Part one Chartered Special Needs Consultant.
Description: Experienced executive at large & small insurance, financial services and fraternal firms. Heavy fraternal President & CEO expertise. $208M assets; $570M life in-force; $15M total premium; $5M annual budget. Leading fraternal through strategic rebuild. Did innovative process by focusing marketing life product to women. Brand strategy developed through market research, focus groups & direct interaction. Manage existing business to strengthen compliance & sales practices, grow surplus, understand in-force mortality vulnerabilities which led to continued clean outside audits. Upgraded management team through staff additions and staff development. Developed strong industry relationships. Leading fraternal task force examining ability to create fraternal service organization like that of credit unions and credit union services organizations (CUSOs). Upgraded Board skills through education, active engagement and operations transparency. Extensive VP, Customer Strategy, Marketing & Wholesaling; President & Chairman, Product Distributors expertise. Designed customer and distribution strategy to serve financial & life product needs. Combined product and consumer marketing team into one; upgraded talent; operated on 70% of original budget while launching greater number of products & customer research. Launched very successful retirement annuity product series. Exceeded sales goal by 75% (annual run rate $800M); launched in 60+ regional marketing meetings reached 4000+ agents. Entered new product category with successful whole life launch, the highest growth product category in industry, and engaged nearly half of financial services sales reps in selling the product in first 6 months. Ensure Distributors, LLC & its registered reps’ practices remain FINRA compliant by monitoring processes & maintaining clean FINRA audit.
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